SI Lead Manager v7

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Property Leads – How to Filter Grid with Tags

Version of SILM

7.0 and higher

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The Property Leads Grid can be filtered to display leads for “ALL” tags, or specific category of tags such as “Probates”.   The Tag Filter area will allow you to enter in combinations of tags as well.  The video below will show you all the ways you can use this filter to display what you want to see.

The default value for the Tag Filter is “ALL”.  If there is no Tag(s) present, then the grid will display no data.  This can be confusing at first.  The Tags that you have entered into the Filter area will be saved when you close the Property Leads Tab. This is done so that the next time you enter into the Property Tab the same Tags will be preloaded for your convenience.

How To Video

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